Essential Utilities, Inc.
WTRG- 交易所
- NYSE
- 產業
- Water Supply
- SEC CIK
- 0000078128
近 90 天，Essential Utilities, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 702 家機構在 13F 申報持有，市值合計 $85.8 億；沒有大師持有。
2023 年第 4 季 13F 持有人
Essential Utilities, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 623
- 較 2023 年第 3 季 +44 家
- 持有股數
- 2.04 億
- 較 2023 年第 3 季 +443.9 萬 (+2.2%)
- 總市值
- $76.3 億
- 較 2023 年第 3 季 +$7.82 億 (+11.4%)
- 新進機構
- 86
- 另有 242 家加碼
- 清倉機構
- 42
- 另有 198 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WTRG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 702 | $85.8 億 |
| 2026 年第 1 季 | 698 | $87.2 億 |
| 2025 年第 4 季 | 695 | $86.6 億 |
| 2025 年第 3 季 | 679 | $90.7 億 |
| 2025 年第 2 季 | 683 | $82.0 億 |
| 2025 年第 1 季 | 677 | $87.9 億 |
| 2024 年第 4 季 | 622 | $79.0 億 |
| 2024 年第 3 季 | 629 | $80.9 億 |
| 2024 年第 2 季 | 601 | $80.1 億 |
| 2024 年第 1 季 | 592 | $79.0 億 |
| 2023 年第 4 季 | 623 | $76.3 億 |
| 2023 年第 3 季 | 584 | $68.5 億 |
| 2023 年第 2 季 | 626 | $76.3 億 |
| 2023 年第 1 季 | 650 | $83.3 億 |
| 2022 年第 4 季 | 657 | $92.1 億 |
| 2022 年第 3 季 | 637 | $78.2 億 |
| 2022 年第 2 季 | 636 | $85.5 億 |
| 2022 年第 1 季 | 642 | $91.9 億 |
| 2021 年第 4 季 | 648 | $94.4 億 |
| 2021 年第 3 季 | 597 | $79.6 億 |
| 2021 年第 2 季 | 589 | $79.6 億 |
| 2021 年第 1 季 | 598 | $77.4 億 |
2023 年第 4 季持有機構
每家機構持有 Essential Utilities, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 13,820 | $51.6 萬 | 1.39% | +931+7.2% | 加碼 |
| CIBC Asset Management Inc | 13,868 | $51.8 萬 | 0.00% | −617−4.3% | 減碼 |
| Intech Investment Management LLC | 13,923 | $52.0 萬 | 0.01% | −260−1.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,941 | $52.1 萬 | 0.00% | +9,385+206.0% | 加碼 |
| Levy Wealth Management Group, LLC | 14,192 | $53.0 萬 | 0.15% | −399−2.7% | 減碼 |
| Resurgent Financial Advisors LLC | 14,413 | $53.8 萬 | 0.33% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 14,446 | $54.0 萬 | 0.05% | +14,446 | 新進 |
| Shell Asset Management Co | 14,581 | $54.5 萬 | 0.03% | −3,685−20.2% | 減碼 |
| Rowland & Co Investment Counsel | 14,730 | $55.0 萬 | 0.13% | −1,770−10.7% | 減碼 |
| Engineers Gate Manager LP | 14,820 | $55.4 萬 | 0.02% | −9,402−38.8% | 減碼 |
| Whittier Trust Co of Nevada Inc | 15,035 | $56.1 萬 | 0.02% | −20.0% | 減碼 |
| Fiduciary Trust Co | 15,350 | $57.3 萬 | 0.01% | −568−3.6% | 減碼 |
| Loudon Investment Management, LLC | 15,463 | $57.8 萬 | 0.36% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $57.9 萬 | 0.00% | −1,068−6.4% | 減碼 |
| Northwest & Ethical Investments L.P. | 15,714 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| Point72 Europe (London) LLP | 16,159 | $60.4 萬 | 0.08% | +16,159 | 新進 |
| Cetera Investment Advisers | 16,335 | $61.0 萬 | 0.00% | −250−1.5% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,972 | $63.4 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 17,269 | $64.5 萬 | 0.04% | 00.0% | 不變 |
| Krilogy Financial LLC | 17,433 | $65.1 萬 | 0.06% | +17,433 | 新進 |
| Liberty One Investment Management, LLC | 17,505 | $65.4 萬 | 0.08% | −711−3.9% | 減碼 |
| Belpointe Asset Management LLC | 17,521 | $65.4 萬 | 0.06% | +664+3.9% | 加碼 |
| Principal Securities, Inc. | 17,543 | $65.5 萬 | 0.02% | +17,543 | 新進 |
| United Services Automobile Association | 17,629 | $65.8 萬 | 0.01% | +1,373+8.4% | 加碼 |
| Provenance Wealth Advisors, LLC | 17,855 | $66.7 萬 | 0.09% | +630+3.7% | 加碼 |
| Cerity Partners LLC | 18,397 | $68.7 萬 | 0.00% | +9,483+106.4% | 加碼 |
| D.A. Davidson & Co. | 18,415 | $68.8 萬 | 0.01% | −421−2.2% | 減碼 |
| Truist Financial Corp | 18,864 | $70.5 萬 | 0.00% | −599−3.1% | 減碼 |
| Moors & Cabot, Inc. | 18,877 | $70.5 萬 | 0.04% | +6,246+49.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 18,975 | $70.9 萬 | 0.08% | 00.0% | 不變 |
| XTX Topco Ltd | 19,086 | $71.3 萬 | 0.16% | +12,864+206.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,083 | $71.3 萬 | 0.01% | −1,041−5.2% | 減碼 |
| Wealthspire Advisors, LLC | 19,286 | $72.0 萬 | 0.01% | 00.0% | 不變 |
| Nordea Investment Management AB | 19,403 | $72.7 萬 | 0.00% | −2,513−11.5% | 減碼 |
| Peoples Bank | 19,774 | $73.8 萬 | 0.59% | −92−0.5% | 減碼 |
| SG Americas Securities, LLC | 19,856 | $74.2 萬 | 0.01% | −125,803−86.4% | 減碼 |
| Kathmere Capital Management, LLC | 20,247 | $75.6 萬 | 0.10% | +20,247 | 新進 |
| J.W. Cole Advisors, Inc. | 20,262 | $75.7 萬 | 0.04% | +9,941+96.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 20,383 | $76.1 萬 | 0.06% | +46+0.2% | 加碼 |
| Bernardo Wealth Planning LLC | 20,849 | $77.9 萬 | 0.25% | +255+1.2% | 加碼 |
| Gulf International Bank (UK) Ltd | 20,877 | $77.9 萬 | 0.02% | −2,274−9.8% | 減碼 |
| Schroder Investment Management Group | 21,095 | $78.8 萬 | 0.00% | +21,095 | 新進 |
| US Bancorp | 21,113 | $78.9 萬 | 0.00% | +2,107+11.1% | 加碼 |
| Aspire Private Capital, LLC | 21,176 | $79.1 萬 | 0.23% | +21,176 | 新進 |
| Securian Asset Management, Inc | 21,208 | $79.2 萬 | 0.02% | +597+2.9% | 加碼 |
| Rothschild Investment LLC | 21,483 | $80.2 萬 | 0.07% | +21,483 | 新進 |
| Blue Bell Private Wealth Management, LLC | 21,502 | $80.3 萬 | 0.19% | +18,076+527.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 21,567 | $80.6 萬 | 0.01% | −761−3.4% | 減碼 |
| Toth Financial Advisory Corp | 21,588 | $80.6 萬 | 0.11% | −1,555−6.7% | 減碼 |
| Sonen Capital LLC | 21,589 | $80.6 萬 | 1.53% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 21,938 | $81.9 萬 | 0.02% | +917+4.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 22,043 | $82.3 萬 | 0.01% | +13,630+162.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 22,547 | $84.2 萬 | 0.03% | −3,500−13.4% | 減碼 |
| Pathstone Holdings, LLC | 22,643 | $84.6 萬 | 0.00% | +22,643 | 新進 |
| Versor Investments LP | 22,667 | $84.7 萬 | 0.17% | −6,300−21.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 23,344 | $87.2 萬 | 0.03% | +20.0% | 加碼 |
| Key Financial Inc | 23,451 | $87.6 萬 | 0.24% | +156+0.7% | 加碼 |
| TD Asset Management Inc | 23,466 | $87.6 萬 | 0.00% | +5,395+29.9% | 加碼 |
| Public Sector Pension Investment Board | 23,643 | $88.3 萬 | 0.01% | −7,988−25.3% | 減碼 |
| Daiwa Securities Group Inc. | 23,699 | $88.5 萬 | 0.01% | +2,193+10.2% | 加碼 |
| Axxcess Wealth Management, LLC | 24,414 | $91.2 萬 | 0.03% | +24,414 | 新進 |
| Advisors Asset Management, Inc. | 24,902 | $93.0 萬 | 0.02% | +2,050+9.0% | 加碼 |
| Natixis Advisors, L.P. | 24,956 | $93.2 萬 | 0.00% | +3,277+15.1% | 加碼 |
| Haverford Trust Co | 25,145 | $93.9 萬 | 0.01% | −4,850−16.2% | 減碼 |
| Arkadios Wealth Advisors | 25,203 | $94.1 萬 | 0.08% | −120.0% | 減碼 |
| Providence Wealth Advisors, LLC | 12,609 | $94.4 萬 | 1.12% | +5,774+84.5% | 加碼 |
| Neuberger Berman Group LLC | 25,368 | $94.7 萬 | 0.00% | +3,335+15.1% | 加碼 |
| Pathway Financial Advisers, LLC | 25,462 | $95.1 萬 | 0.36% | −135−0.5% | 減碼 |
| Blackhill Capital Inc | 26,041 | $97.3 萬 | 0.08% | 00.0% | 不變 |
| apricus wealth, LLC | 26,262 | $98.1 萬 | 0.75% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 26,386 | $98.6 萬 | 0.11% | −1,722−6.1% | 減碼 |
| Vestcor Inc | 26,528 | $99.1 萬 | 0.03% | +13,149+98.3% | 加碼 |
| State of Alaska, Department of Revenue | 27,141 | $101.3 萬 | 0.01% | −1,750−6.1% | 減碼 |
| Janus Henderson Group PLC | 27,298 | $101.9 萬 | 0.00% | +10,178+59.5% | 加碼 |
| Continuum Advisory, LLC | 27,432 | $102.5 萬 | 0.15% | +53+0.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 27,586 | $103.0 萬 | 0.74% | −400−1.4% | 減碼 |
| Coastline Trust Co | 28,323 | $105.8 萬 | 0.14% | −1,072−3.6% | 減碼 |
| Nissay Asset Management Corp | 28,638 | $107.0 萬 | 0.01% | +1,185+4.3% | 加碼 |
| Jmac Enterprises LLC | 28,759 | $107.4 萬 | 0.23% | +533+1.9% | 加碼 |
| Man Group plc | 28,833 | $107.7 萬 | 0.00% | – | – |
| British Columbia Investment Management Corp | 28,910 | $108.0 萬 | 0.01% | +6,084+26.7% | 加碼 |
| Xponance, Inc. | 29,957 | $111.9 萬 | 0.01% | +610+2.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 30,030 | $112.2 萬 | 0.00% | −1,498−4.8% | 減碼 |
| Community Bank, N.A. | 30,041 | $112.2 萬 | 0.15% | +1,233+4.3% | 加碼 |
| New York Life Investment Management LLC | 30,079 | $112.3 萬 | 0.01% | −502−1.6% | 減碼 |
| Federated Hermes, Inc. | 30,265 | $113.0 萬 | 0.00% | −2,504−7.6% | 減碼 |
| Glenmede Trust Co NA | 30,302 | $113.2 萬 | 0.01% | −3,465−10.3% | 減碼 |
| Cutter & CO Brokerage, Inc. | 30,690 | $114.6 萬 | 0.32% | −4,651−13.2% | 減碼 |
| Addison Capital Co | 31,051 | $116.0 萬 | 0.72% | −175−0.6% | 減碼 |
| ExodusPoint Capital Management, LP | 31,618 | $118.1 萬 | 0.01% | +31,618 | 新進 |
| Sterling Investment Advisors, Ltd. | 32,252 | $120.5 萬 | 0.38% | −222−0.7% | 減碼 |
| Susquehanna International Group, LLP | 32,397 | $121.0 萬 | 0.00% | −152,954−82.5% | 減碼 |
| Modera Wealth Management, LLC | 32,532 | $121.5 萬 | 0.02% | +40+0.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 33,139 | $123.8 萬 | 0.00% | −633−1.9% | 減碼 |
| CenterBook Partners LP | 33,494 | $125.1 萬 | 0.15% | +7,704+29.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 33,960 | $126.8 萬 | 0.02% | +29,653+688.5% | 加碼 |
| AE Wealth Management LLC | 35,453 | $129.7 萬 | 0.01% | +2,925+9.0% | 加碼 |
| USS Investment Management Ltd | 34,900 | $130.3 萬 | 0.01% | +34,900 | 新進 |
| Kestra Advisory Services, LLC | 34,930 | $130.5 萬 | 0.01% | −17,664−33.6% | 減碼 |
| Secure Asset Management, LLC | 34,942 | $130.5 萬 | 0.35% | +34,942 | 新進 |